Channel Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Buy |
16,688
+2,966
| +22% | +$171K | 0.27% | 63 |
|
|
2025
Q1 | $796K | Buy |
13,722
+7,142
| +109% | +$414K | 0.25% | 74 |
|
|
2024
Q4 | $351K | Buy |
6,580
+1,538
| +31% | +$82.1K | 0.11% | 118 |
|
|
2024
Q3 | $320K | Sell |
5,042
-4,348
| -46% | -$276K | 0.11% | 124 |
|
|
2024
Q2 | $496K | Buy |
9,390
+3,117
| +50% | +$165K | 0.18% | 92 |
|
|
2024
Q1 | $339K | Buy |
6,273
+1,316
| +27% | +$71.2K | 0.14% | 116 |
|
|
2023
Q4 | $285K | Sell |
4,957
-106
| -2% | -$6.09K | 0.13% | 126 |
|
|
2023
Q3 | $253K | Sell |
5,063
-23
| -0.5% | -$1.15K | 0.14% | 137 |
|
|
2023
Q2 | $304K | Sell |
5,086
-1,006
| -17% | -$60.1K | 0.17% | 122 |
|
|
2023
Q1 | $386K | Buy |
+6,092
| New | +$386K | 0.25% | 109 |
|